Speece Thorson Capital Group’s Labcorp LH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Sell |
43,843
-1,282
| -3% | -$347K | 2.66% | 21 |
|
|
2025
Q4 | $11.3M | Sell |
45,125
-2,743
| -6% | -$729K | 2.45% | 23 |
|
|
2025
Q3 | $13.7M | Sell |
47,868
-580
| -1% | -$155K | 2.75% | 18 |
|
|
2025
Q2 | $12.7M | Buy |
48,448
+1,013
| +2% | +$247K | 2.59% | 25 |
|
|
2025
Q1 | $11M | Sell |
47,435
-852
| -2% | -$207K | 2.27% | 28 |
|
|
2024
Q4 | $11.1M | Sell |
48,287
-336
| -0.7% | -$77.1K | 2.18% | 28 |
|
|
2024
Q3 | $10.9M | Sell |
48,623
-174
| -0.4% | -$38.2K | 2.01% | 31 |
|
|
2024
Q2 | $9.93M | Sell |
48,797
-4,954
| -9% | -$1.01M | 2.03% | 29 |
|
|
2024
Q1 | $11.7M | Sell |
53,751
-685
| -1% | -$151K | 2.27% | 28 |
|
|
2023
Q4 | $12.4M | Sell |
54,436
-9,493
| -15% | -$1.99M | 2.54% | 23 |
|
|
2023
Q3 | $12.9M | Sell |
63,929
-11,031
| -15% | -$2.33M | 2.83% | 14 |
|
|
2023
Q2 | $15.5M | Sell |
74,960
-781
| -1% | -$152K | 3.18% | 9 |
|
|
2023
Q1 | $14.9M | Sell |
75,741
-861
| -1% | -$177K | 3.15% | 9 |
|
|
2022
Q4 | $15.5M | Buy |
76,602
+8,956
| +13% | +$1.75M | 3.33% | 7 |
|
|
2022
Q3 | $11.9M | Buy |
67,646
+2,113
| +3% | +$433K | 2.72% | 16 |
|
|
2022
Q2 | $13.2M | Buy |
65,533
+13,173
| +25% | +$2.81M | 3.11% | 9 |
|
|
2022
Q1 | $11.9M | Sell |
52,360
-10,136
| -16% | -$2.38M | 2.54% | 17 |
|
|
2021
Q4 | $16.9M | Buy |
62,496
+208
| +0.3% | +$51.5K | 3.22% | 14 |
|
|
2021
Q3 | $15.1M | Sell |
62,288
-15,900
| -20% | -$4.01M | 3.15% | 12 |
|
|
2021
Q2 | $18.5M | Sell |
78,188
-387
| -0.5% | -$88.2K | 3.87% | 6 |
|
|
2021
Q1 | $17.2M | Sell |
78,575
-451
| -0.6% | -$90.5K | 3.62% | 9 |
|
|
2020
Q4 | $13.8M | Sell |
79,026
-13,144
| -14% | -$2.27M | 3.29% | 12 |
|
|
2020
Q3 | $14.9M | Buy |
92,170
+448
| +0.5% | +$71K | 3.95% | 6 |
|
|
2020
Q2 | $13.1M | Sell |
91,722
-1,104
| -1% | -$153K | 3.77% | 6 |
|
|
2020
Q1 | $10.1M | Sell |
92,826
-1,478
| -2% | -$213K | 3.47% | 11 |
|
|
2019
Q4 | $13.7M | Sell |
94,304
-732
| -0.8% | -$106K | 3.55% | 11 |
|
|
2019
Q3 | $13.7M | Sell |
95,036
-2,305
| -2% | -$336K | 3.67% | 7 |
|
|
2019
Q2 | $14.5M | Sell |
97,341
-296
| -0.3% | -$41.3K | 3.85% | 5 |
|
|
2019
Q1 | $12.8M | Sell |
97,637
-2,735
| -3% | -$337K | 3.53% | 7 |
|
|
2018
Q4 | $10.9M | Buy |
100,372
+22,413
| +29% | +$3M | 3.26% | 10 |
|
|
2018
Q3 | $11.6M | Sell |
77,959
-12,911
| -14% | -$1.96M | 2.7% | 13 |
|
|
2018
Q2 | $14M | Sell |
90,870
-2,496
| -3% | -$377K | 2.95% | 14 |
|
|
2018
Q1 | $13M | Sell |
93,366
-6,506
| -7% | -$956K | 2.75% | 17 |
|
|
2017
Q4 | $13.7M | Sell |
99,872
-735
| -0.7% | -$97.1K | 2.72% | 17 |
|
|
2017
Q3 | $13M | Sell |
100,607
-17,378
| -15% | -$2.32M | 2.72% | 17 |
|
|
2017
Q2 | $15.6M | Buy |
117,985
+565
| +0.5% | +$69.2K | 3.26% | 12 |
|
|
2017
Q1 | $14.5M | Buy |
117,420
+3,226
| +3% | +$382K | 3.06% | 15 |
|
|
2016
Q4 | $12.6M | Sell |
114,194
-3,813
| -3% | -$424K | 2.82% | 16 |
|
|
2016
Q3 | $13.9M | Sell |
118,007
-24,003
| -17% | -$2.83M | 2.99% | 12 |
|
|
2016
Q2 | $15.9M | Buy |
142,010
+1,949
| +1% | +$210K | 3.45% | 5 |
|
|
2016
Q1 | $14.1M | Buy |
140,061
+2,055
| +1% | +$197K | 3.16% | 9 |
|
|
2015
Q4 | $14.7M | Buy |
138,006
+809
| +0.6% | +$83.5K | 3.57% | 8 |
|
|
2015
Q3 | $12.8M | Sell |
137,197
-408
| -0.3% | -$42.2K | 3.18% | 11 |
|
|
2015
Q2 | $14.3M | Buy |
137,605
+12,607
| +10% | +$1.31M | 3.45% | 9 |
|
|
2015
Q1 | $13.5M | Sell |
124,998
-32,197
| -20% | -$3.31M | 3.18% | 12 |
|
|
2014
Q4 | $14.6M | Sell |
157,195
-2,083
| -1% | -$184K | 3.55% | 11 |
|
|
2014
Q3 | $13.9M | Sell |
159,278
-5,145
| -3% | -$465K | 3.56% | 11 |
|
|
2014
Q2 | $14.5M | Sell |
164,423
-1,409
| -0.8% | -$122K | 3.68% | 8 |
|
|
2014
Q1 | $14M | Sell |
165,832
-23
| -0% | -$1.83K | 3.69% | 7 |
|
|
2013
Q4 | $13M | Buy |
165,855
+2,930
| +2% | +$250K | 3.45% | 6 |
|
|
2013
Q3 | $13.9M | Sell |
162,925
-2,235
| -1% | -$188K | 3.84% | 5 |
|
|
2013
Q2 | $14.2M | Buy |
+165,160
| New | +$13.7M | 4.14% | 3 |
|
Other funds holding LH
VCM
VPM
Speece Thorson Capital Group's LH Position: Q1 2026 in Review
Speece Thorson Capital Group reduced its Labcorp (LH) stake by 2.8% in Q1 2026, selling an estimated $347K and leaving 43,843 shares worth $11.7M. The position accounts for 2.66% of the portfolio, ranked #21.
Speece Thorson Capital Group first reported a position in LH in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.5M in Q2 2021. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.
- Speece Thorson Capital Group held 43,843 shares of Labcorp worth $11.7M as of Q1 2026.
- Speece Thorson Capital Group sold 1,282 Labcorp shares in Q1 2026, an estimated $347K.
- Labcorp made up 2.66% of Speece Thorson Capital Group's portfolio in Q1 2026, its #21 holding.
- Speece Thorson Capital Group first reported a position in Labcorp in Q2 2013 and has held it in 52 quarters since.
- Speece Thorson Capital Group's Labcorp position peaked at $18.5M in Q2 2021.
- 1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.
Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.